See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,481 | $124,281-48.9% | $109,143-41.8% | $167,490-62.1% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 13.37% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,488 | $5,255-14.6% | $4,653-3.5% | $6,341-29.2% |
| Admin fee / account holder | $236 | $7,970-97.0% | $6,752-96.5% | $12,309-98.1% |